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Why Windle Wealth is moving $150m to Altruist

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OCTOBER 18, 2023

How DJ Windle brings in $4.8M in new AUM every month

DJ Windle of Windle Wealth has grown his firm to over $150M in AUM with little marketing. His firm currently brings in between $4.8M in new AUM per month. His secret? Building sustainable relationships with clients that last for generations. In this episode, DJ Windle shares with us how his focus on the client has led to lasting success for his firm.

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